Can I use the trust to fund only certain types of education?
The question of whether a trust can be used to fund only certain types of education is a common one …
Can I use the trust to encourage charitable involvement?
The question of integrating charitable giving into estate planning, specifically through trusts, is increasingly common. Many individuals in San Diego, …
Can I use my estate plan to support multigenerational housing goals?
The increasing desire for multigenerational living—where multiple generations of a family reside under one roof—is a growing trend driven by …
Can I use estate planning to set up a crisis fund for family emergencies?
Estate planning is often viewed as preparation for the inevitable – the distribution of assets after one’s passing. However, a …
Can I use estate planning to prepare for future medical decisions?
Estate planning is often viewed as solely focused on the distribution of assets after death, but a crucial – and …
Can I use estate planning to formalize informal lending among family members?
The question of formalizing informal family loans through estate planning is becoming increasingly common as wealth transfers accelerate and families …
Can I use estate planning to address complicated family dynamics?
Estate planning is often viewed as simply a matter of deciding where your assets go after you’re gone. However, for …
Can I use a testamentary trust to preserve certain family traditions?
The idea of preserving family traditions extends far beyond heirlooms and recipes; it’s about safeguarding values, beliefs, and the very …
Can I use a testamentary trust to encourage entrepreneurship?
The desire to instill values and encourage specific behaviors in future generations is a common one, and for those with …
Can I use a testamentary trust if I live abroad?
For U.S. citizens or residents living abroad, the question of establishing a testamentary trust – a trust created through a …